Russell Scott Garrett

Current Employers

Employment History

• 05/2002 → Present
  Rsg Consulting, Inc.
  Las Vegas, NV
• 02/2016 → 01/2022
  Lpl Financial, Llc
  Las Vegas, NV
• 02/2012 → Present
  Rsg Financial, Llc
  Las Vegas, NV
• 09/2021 → Present
  Rsg Professional Center Llc
  Las Vegas, NV
• 01/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Las Vegas, NV
• 01/2022 → 09/2025
  Avantax Investment Services Inc.
  Las Vegas, NV
• 01/2022 → 09/2025
  Avantax Advisory Services
  Las Vegas, NV
• 02/2012 → Present
  Rsg Financial, Llc
  Las Vegas, NV
• 01/2025 → Present
  Sofos Wealth Managment, Llc
  Las Vegas, NV
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Las Vegas, NV
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-04 → 2025-09-05
  Avantax Advisory Services
  Las Vegas, NV
• 2018-02-26 → 2022-02-11
  Lpl Financial Llc
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

1) LINDA RUTH LOANE GENERATION SKIPPING TAX EXEMPT TRUST POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 8687 W Sahara Ave, Suite 201, Las Vegas, NV 89117 DESCRIPTION: Annual preparation of Form 1041 US Income Tax Return for Estates and Trusts. 2) IDS LIVING TRUST POSITION: Trustee NATURE: I'm in charge (trustee) of executing the trust document. The primary responsibility is safeguarding assets and the ultimate distribution to the beneficiaries. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2019 ADDRESS: 8687 W Sahara Ave, Suite 201, Las Vegas, NV 89117 DESCRIPTION: I'm in charge (trustee) of executing the trust document. The primary responsibility is safeguarding assets and the ultimate distribution to the beneficiaries. 3) JWS, JR. REVOCABLE LIVING TRUST DATED 5/11/2010 POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2016 ADDRESS: 8687 W Sahara Ave, Suite 201, Las Vegas, NV 89117. DESCRIPTION: Annual preparation of Form 1041 US Income Tax Return for Estates and Trusts. 4) RSG FINANCIAL, LLC POSITION: MEMBER NATURE: RSG Financial, LLC handles all of the financial activities of LPL and soon to be Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 60 START DATE: 02/13/2012 ADDRESS: 8687 W SAHARA 201, LAS VEGAS NV 89117 DESCRIPTION: The duties and responsibilities are to provide financial products and services under the guidance and supervision of LPL and soon to be Avantax. 5) RSG CONSULTING, INC POSITION: PRESIDENT NATURE: CPA Practice. Our firm performs attest services (Reviewed and Compiled Financial Statements), Prepare Business, Individual, Fiduciary Tax Returns. In addition, we provide various business consulting services, i.e., internal controls, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 05/03/2002 ADDRESS: 8687 W SAHARA 201, LAS VEGAS NV 89117 DESCRIPTION: 1. Business Consulting,2. Preparation of Financial Statements3. Preparation of Forecasted Financial Statements4. Tax Planning5. Preparation of Income Tax Returns 6) SOFOS WEALTH MANAGMENT, LLC POSITION: FINANICAL ADVISOR (50% OWNER) NATURE: Provide investment advice, insurance advice, retirement planning, estate planning, and manage client portfolios. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/13/2025 ADDRESS: 340 E. Warm Springs Rd, #110, Las Vegas NV 89119 DESCRIPTION: Provide investment advice, insurance advice, retirement planning, estate planning, and manage client portfolios. 7) RSG PROFESSIONAL CENTER, LLC POSITION: Manager NATURE: OWNS OWNER OCCUPIED COMMERCIAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2021 ADDRESS: 8687 W SAHARA 201, LAS VEGAS NV 89117 DESCRIPTION: maintain the commercial real estate that my business will operate. The interior improvements are expected to be completed by June of 2022. My office will relocate to this property.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-08

Other Names

• Russell Garrett
• Russell S Garrett